Jubilant Foodworks Q4 profit slips 14% to Rs 42.6 cr; Domino's LFL flat at 0.2%, Popeyes SSG jumps 28%
Domino's India operator posted Q4FY26 revenue of Rs 1,679.7 cr (+6.4% YoY) and Ebitda of Rs 345 cr (+11.5%) at 20.5% margin, but net profit fell 14% to Rs 42.6 cr. Domino's LFL growth muted at 0.2% on LPG supply disruption; order growth held at 10.4%. Popeyes SSG surged 28%. Added 61 net stores to 2,562. Declared Rs 1.2/share dividend.
What happened
Jubilant FoodWorks · Jubilant Foodworks Q4FY26 net profit fell 14% to Rs 42.6 cr despite 6.4% revenue growth to Rs 1,680 cr. Domino's India LFL growth muted at
Key facts
- Net profit Rs 42.6 cr (-13.9% YoY)
- Revenue Rs 1,679.7 cr (+6.4%)
- Ebitda Rs 345 cr (+11.5%)
- Ebitda margin 20.5%
- Dividend Rs 1.2/share
- Domino's LFL growth 0.2%
- Order growth 10.4%
- Popeyes SSG 28%
- 61 net store adds
- Total stores 2,562
Why this matters
Popeyes' 28% SSG against Domino's near-flat LFL and 61 net new stores signals a portfolio rebalancing opportunity—accelerate Popeyes white-space expansion and evaluate format diversification to de-risk reliance on the maturing pizza core.